Software Guidance And Assistance, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Software Guidance And Assistance, Inc. · EIN 133100591 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 251
- With balances
- 370
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Domestic Holdings | Investment advisory (participants), Direct payment from the plan | $57,780 |
| John Hancock Life Insurance Co | Recordkeeping, Direct payment from the plan | $47,636 |
| The Benefit Practice | Direct payment from the plan | $15,500 |